Director of Financial Planning and Analysis

Director of Financial Planning and Analysis

Our client, a HNI family office with a heavy concentration within their portfolio of SaaS companies, is looking for a proven Director of FP&A Transformation to lead a high-priority, enterprise-wide finance transformation initiative. This is a hands‑on, high‑impact interim role focused on modernizing FP&A reporting architecture, data flows, and financial processes across ERP, EPM, and adjacent systems.

This leader will assess current‑state FP&A and accounting processes, design scalable future‑state workflows, and deliver fully automated, integrated financial reporting across D365, One Stream, Coupa, Workday, and the broader data ecosystem. The role requires deep FP&A expertise, strong accounting fundamentals, and proven experience driving system‑enabled transformation under aggressive timelines.

Key Responsibilities FP&A & Process Transformation

• Lead end‑to‑end assessment of current FP&A and reporting processes, identifying gaps in automation, controls, and data governance
• Re‑engineer workflows across actuals, close, forecast, budget, allocations, and management reporting
• Design and implement a standardized FP&A operating model aligned with Accounting and Data teams

Reporting & Forecasting Automation

• Architect automated integrations from D365 to One Stream for actuals, forecasts, budgets, allocations, and KPIs
• Drive a targeted 90%+ reduction in manual FP&A processes
• Standardize metadata, hierarchies, and dimensions across AOP, forecast, and management reporting

Data Governance & Controls

• Establish enterprise ownership of financial data and clarify accountability across FP&A, Accounting, and Data Engineering
• Build a robust data control framework covering data quality, transformation rules, reconciliations, and exception management
• Define and operationalize a Data Stewardship model to maintain metadata integrity and governance

One Stream Optimization

• Redesign One Stream cubes, dimensions, workflows, and consolidation logic
• Enhance driver‑based forecasting, segmentation analysis, and executive dashboards
• Shorten the close‑to‑report cycle by at least two business days while improving data accuracy

Expense, Allocation & Performance Management

• Automate expense analysis and allocation models across entities, departments, and business lines
• Align dashboards and KPIs directly to Annual Operating Plan (AOP) targets
• Deliver automated AOP vs. Actual vs. Forecast reporting for executive leadership

Cross‑Functional Leadership

• Act as the integration point between FP&A, Accounting, ERP, Data, and Reporting teams
• Translate complex system and data concepts into clear insights for senior stakeholders
• Drive urgency, accountability, and results in a fast‑moving environment

Success Metrics

• Fully automated ERP‑to‑EPM integrations with minimal manual intervention
• Standardized, governed dimensional models across FP&A and Accounting
• Accelerated close and reporting timelines
• Reliable, executive‑ and investor‑grade reporting tied to AOP performance

Qualifications

• 15+ years in FP&A, financial systems, or finance transformation roles
• Strong accounting foundation; CPA preferred
• Deep experience in forecasting, budgeting, variance analysis, and multi‑entity reporting
• Hands‑on expertise with One Stream (preferred) or Hyperion, Tagetik, or Anaplan
• Proven success redesigning processes and implementing automation and controls
• Asset management industry experience required
• Strong ERP‑EPM integration and financial data architecture knowledge
• Executive‑level communication and stakeholder management skills

Who This Role Is For

• A hybrid FP&A and systems leader who thrives on transformation and automation
• Someone who can quickly assess complexity and deliver scalable solutions
• A builder who eliminates manual work and elevates data integrity

Seniority level

Director

Employment type

Contract

Job function

Finance

Benefits

• Medical insurance
• Vision insurance
• 401(k)

Location

Stamford, CT (Hybrid – 3 days onsite / 2 days remote)

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